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Sun Communities

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
– -$213K -1,653 Closed
HKIMG
502
Hutchens & Kramer Investment Management Group
Indiana
– -$204K -1,589 Closed
CCM
503
Coldstream Capital Management
Washington
– -$196K -1,523 Closed
MG
504
Mather Group
Illinois
– -$141K -1,097 Closed
CF
505
Corebridge Financial
Texas
– -$109K -848 Closed
AT
506
Avalon Trust
New Mexico
– -$65.2K -507 Closed
WAG
507
Wiser Advisor Group
Arizona
– -$43.7K -339 Closed
OWA
508
Opal Wealth Advisors
New York
– -$29.2K -227 Closed
Twin Tree Management
509
Twin Tree Management
Texas
– -$29.1K -226 Closed
Lazard Asset Management
510
Lazard Asset Management
New York
– -$22K -177 Closed
RTC
511
Riverview Trust Company
Washington
– -$17.1K -133 Closed
BC
512
Bayforest Capital
United Kingdom
– -$11.4K -89 Closed
QC
513
Quent Capital
New York
– -$9.69K -75 Closed
SCB
514
Saudi Central Bank
Saudi Arabia
– -$6.43K -50 Closed
CA
515
Continuum Advisory
Idaho
– -$5.92K -46 Closed
LFA
516
LGT Financial Advisors
Texas
– -$4.89K -38 Closed
NS
517
NBC Securities
Alabama
– -$4K -32 Closed
BCM
518
Blume Capital Management
California
– -$2.06K -16 Closed
SIC
519
Salem Investment Counselors
North Carolina
– -$1.17K -9 Closed
DF
520
Dunhill Financial
United Kingdom
– -$1.02K -8 Closed
SO
521
Sierra Ocean
California
– -$1.03K -8 Closed
HWP
522
Highline Wealth Partners
California
– -$900 -7 Closed
BWL
523
Bogart Wealth LLC
Virginia
– -$515 -4 Closed
WW
524
Winnow Wealth
Texas
– -$399 -4 Closed
CA
525
Clearstead Advisors
Ohio
– -$386 -3 Closed